Represent a Client

New My Trust Account portal for representatives

The CRA has launched My Trust Account, a secure portal that lets legal and authorized representatives of trust accounts manage trust information online. You can securely access My Trust Account services through Represent a Client.

For more information, visit About My Trust Account.

Enhanced security requirements for Represent a Client

The CRA has enhanced the mandatory security requirements for Represent a Client. Representatives who do not meet these requirements will be prompted to provide additional information when signing in or registering for the service.

Process for confirming a representative

In October 2022, we expanded the Confirm my Representative service to include authorization requests received using certified tax software (EFILE) for business. My Representative service helps individual taxpayers and business owners to protect their tax information using My Account or My Business Account. To learn more about this service, go to Confirm my representative's authorization request.

If your CRA user ID and password have been revoked

Some taxpayers may have received a notification that their CRA user ID and password have been revoked. Visit CRA user ID and password have been revoked for more information.

The manage direct deposit service is currently unavailable

The manage direct deposit service is unavailable at this time. We regret the inconvenience. Here is an other way to manage your direct deposit information.

Use this secure service to access tax information on behalf of individuals and businesses, including your employer.

Choose from one of two ways to access Represent a Client:

Option 1 – Using one of our Sign-In Partners

Sign in or register with the same sign-in information you use for other online services (for example, online banking).

Partner

For the security of your CRA account, when you are on your Sign-In Partner website, ensure it is your information that is entered and not that of somebody else.

Option 2 – Using a CRA user ID and password

Sign in with your CRA user ID and password, or register.

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